See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,752 | $95,803-29.3% | $113,168-40.1% | $84,808-20.1% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 15.13% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,044 | $2,360+29.0% | $2,975+2.3% | $2,631+15.7% |
| Participant deferral / active EE | $7,511 | $4,242+77.1% | $5,107+47.1% | $4,212+78.3% |
| Admin fee / account holder | $1,293 | $8,989-85.6% | $12,068-89.3% | $7,344-82.4% |